Free Trial
→ Elon’s 2025 Silver Crisis (What It Means for You) (From GoldenCrest Metals) (Ad) Buy JOET Stock  Free JOET Stock Alerts

Virtus Terranova U.S. Quality Momentum ETF (JOET) Institutional Ownership

$39.07 +0.18 (+0.46%)
As of 03:42 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Virtus Terranova U.S. Quality Momentum ETF (NASDAQ:JOET)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$26.65M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.15M
Get JOET Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Terranova U.S. Quality Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JOET Institutional Buying and Selling by Quarter

Virtus Terranova U.S. Quality Momentum ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC123,478$4.52M0.0%+119.2%2.627%
5/15/2025 Royal Bank of Canada31,912$1.17M0.0%+123.8%0.679%
5/14/2025 Comerica Bank6,446$236K0.0%+87.4%0.137%
5/13/2025 Raymond James Financial Inc.116,051$4.24M0.0%+264.7%2.469%
5/7/2025 LPL Financial LLC135,436$4.95M0.0%-1.7%2.913%
5/6/2025 Cetera Investment Advisers6,603$241K0.0%+6.1%0.142%
4/22/2025 Palumbo Wealth Management LLC36,306$1.33M0.4%-6.5%0.825%
4/22/2025 Cambridge Investment Research Advisors Inc.11,295$413K0.0%+85.0%0.257%
4/17/2025 Ritholtz Wealth Management9,000$329K0.0%+23.8%0.205%
4/11/2025 DKM Wealth Management Inc.15,742$576K0.6%+9.9%0.350%
4/11/2025 Armstrong Fleming & Moore Inc12,856$470K0.6%N/A0.286%
2/17/2025 Cetera Investment Advisers6,222$235K0.0%N/A0.146%
2/17/2025 Bank of America Corp DE83,492$3.15M0.0%+779.0%1.965%
2/13/2025 NewEdge Advisors LLC56,320$2.13M0.0%-1.4%1.325%
2/13/2025 Main Street Financial Solutions LLC64,466$2.44M0.2%+32.6%1.517%
2/13/2025 Raymond James Financial Inc.31,825$1.20M0.0%N/A0.749%
2/13/2025 Wells Fargo & Company MN264,013$9.97M0.0%+33.8%6.212%
2/12/2025 DKM Wealth Management Inc.14,319$541K0.5%N/A0.337%
2/12/2025 Orion Portfolio Solutions LLC17,992$680K0.0%+16.9%0.423%
2/11/2025 LPL Financial LLC137,723$5.20M0.0%+19.1%3.241%
2/6/2025 Raymond James Financial Inc.31,825$1.20M0.0%N/A0.767%
1/31/2025 Atria Wealth Solutions Inc.5,336$202K0.0%N/A0.129%
1/30/2025 Palumbo Wealth Management LLC38,844$1.47M0.5%-1.1%0.914%
1/24/2025 Total Clarity Wealth Management Inc.64,408$2.43M0.8%-39.2%1.515%
1/23/2025 Institute for Wealth Management LLC.40,372$1.53M0.2%-0.7%0.950%
1/17/2025Apeiron RIA LLC33,875$1.28M0.4%N/A0.858%
1/15/2025 Empirical Asset Management LLC61,481$2.32M0.1%-4.9%1.556%
11/15/2024 Orion Portfolio Solutions LLC15,386$566K0.0%+14.3%0.446%
11/6/2024 Main Street Financial Solutions LLC48,627$1.79M0.2%+52.5%1.216%
11/5/2024 Harbour Investments Inc.12,136$446K0.0%-9.1%0.303%
10/31/2024 Financial Enhancement Group LLC149,141$5.49M1.0%N/A4.519%
10/28/2024 Palumbo Wealth Management LLC39,277$1.45M0.6%-1.0%1.190%
10/23/2024 Grassi Investment Management15,050$554K0.0%-2.6%0.449%
10/11/2024 Empirical Asset Management LLC64,636$2.38M0.3%+179.3%1.959%
8/16/2024 NewEdge Advisors LLC129,338$4.44M0.0%-3.3%3.919%
8/9/2024 Total Clarity Wealth Management Inc.97,946$3.36M1.2%+1.5%2.968%
8/8/2024 Main Street Financial Solutions LLC31,892$1.10M0.1%+7.6%0.966%
8/1/2024 Ritholtz Wealth Management7,000$240K0.0%N/A0.219%
5/17/2024 Comerica Bank2,000$69K0.0%N/A0.063%
5/2/2024 Mutual Advisors LLC89,289$3.07M0.1%+298.2%2.790%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
4/11/2024 DHJJ Financial Advisors Ltd.2,625$90K0.0%+123.4%0.085%
2/9/2024 Milestone Investment Advisors LLC4,245$130K0.0%-94.4%0.157%
2/8/2024 Main Street Financial Solutions LLC12,150$373K0.0%N/A0.450%
1/24/2024 Total Clarity Wealth Management Inc.60,061$1.84M0.8%+0.6%2.224%
1/22/2024Zimmermann Investment Management & Planning LLC15,549$477K0.2%-71.5%0.576%
1/22/2024 Palumbo Wealth Management LLC51,744$1.59M0.8%-15.3%1.916%
1/16/2024Raymond James & Associates27,043$830K0.0%-11.5%1.002%
1/12/2024 Mutual Advisors LLC22,425$688K0.0%-12.3%0.815%
11/14/2023 Mutual Advisors LLC25,568$713K0.0%-4.1%0.812%
11/8/2023 Milestone Investment Advisors LLC75,327$2.10M0.6%-2.8%2.391%
10/31/2023Zimmermann Investment Management & Planning LLC54,624$1.52M0.7%-84.2%1.734%
10/25/2023 Total Clarity Wealth Management Inc.59,676$1.66M0.8%+6.1%1.865%
10/16/2023 Palumbo Wealth Management LLC61,093$1.70M0.9%+63.1%1.880%
10/10/2023 DHJJ Financial Advisors Ltd.1,152$32K0.0%N/A0.035%
8/2/2023 Milestone Investment Advisors LLC77,459$2.23M0.7%-1.8%2.278%
7/31/2023 LPL Financial LLC44,014$1.27M0.0%-32.4%1.295%
7/31/2023 Mutual Advisors LLC26,660$767K0.0%N/A0.784%
7/26/2023 Palumbo Wealth Management LLC37,462$1.08M0.7%-1.2%1.070%
7/26/2023 Institute for Wealth Management LLC.42,395$1.22M0.2%-1.2%1.211%
7/25/2023Raymond James & Associates30,859$888K0.0%-7.0%0.882%
7/18/2023Cutler Group LLC CA1,000$28K0.0%N/A0.028%
7/13/2023Zimmermann Investment Management & Planning LLC345,267$9.93M4.6%+18.4%9.726%
7/11/2023 Grassi Investment Management15,187$437K0.0%-7.9%0.428%
5/17/2023 Financial Enhancement Group LLC149,141$4.00M0.8%-10.8%3.824%
5/11/2023 Cambridge Investment Research Advisors Inc.86,603$2.38M0.0%-2.9%2.221%
5/4/2023 Palumbo Wealth Management LLC37,911$1.04M0.7%+5.6%0.972%
5/4/2023 Total Clarity Wealth Management Inc.51,328$1.41M0.8%-1.5%1.316%
4/27/2023 DAVENPORT & Co LLC7,500$206K0.0%-21.1%0.190%
4/25/2023Zimmermann Investment Management & Planning LLC291,660$8.02M4.2%+119.1%7.384%
4/24/2023Ahrens Investment Partners LLC188,978$5.20M2.6%-24.6%4.784%
4/20/2023 Institute for Wealth Management LLC.42,895$1.18M0.2%+39.1%1.086%
4/14/2023Raymond James & Associates33,192$913K0.0%N/A0.830%
4/11/2023 Grassi Investment Management16,487$454K0.1%-5.3%0.412%
3/15/2023 Milestone Investment Advisors LLC75,808$2.03M0.7%N/A1.895%
2/9/2023 Financial Enhancement Group LLC167,202$4.68M0.9%N/A4.180%
2/9/2023Ahrens Investment Partners LLC250,556$6.70M3.0%-1.7%6.264%
2/8/2023 Cambridge Investment Research Advisors Inc.89,169$2.38M0.0%N/A2.229%
2/7/2023 LPL Financial LLC48,156$1.29M0.0%+53.7%1.204%
2/3/2023 Total Clarity Wealth Management Inc.52,134$1.39M0.7%N/A1.303%
2/2/2023 Institute for Wealth Management LLC.30,832$824K0.2%N/A0.771%
1/20/2023Zimmermann Investment Management & Planning LLC133,142$3.56M2.1%+477.6%3.414%
11/14/2022 Palumbo Wealth Management LLC23,483$577K0.5%+11.8%0.712%
11/8/2022Ahrens Investment Partners LLC254,890$6.26M3.3%+103.9%7.724%
11/3/2022 Mutual Advisors LLC22,634$556K0.0%N/A0.686%
11/1/2022Zimmermann Investment Management & Planning LLC23,051$566K0.4%N/A0.688%
10/12/2022 Grassi Investment Management17,387$427K0.1%-40.5%0.535%
10/11/2022 DAVENPORT & Co LLC9,500$233K0.0%N/A0.292%
8/12/2022 Palumbo Wealth Management LLC21,007$527K0.4%+85.2%0.656%
8/8/2022 Oppenheimer & Co. Inc.9,487$238K0.0%-12.1%0.296%
8/2/2022Ahrens Investment Partners LLC125,029$3.14M1.4%+2,848.8%3.907%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
7/29/2022 Total Clarity Wealth Management Inc.4,237$106K0.1%N/A0.132%
7/12/2022 Grassi Investment Management29,212$733K0.1%-9.6%0.913%
5/12/2022 Oppenheimer & Co. Inc.10,793$324K0.0%+19.5%0.300%
5/10/2022 Palumbo Wealth Management LLC11,341$341K0.2%N/A0.311%
5/9/2022 Scotia Capital Inc.110,452$3.32M0.0%N/A3.026%
5/9/2022 Mutual Advisors LLC122,804$3.69M0.2%+10.5%3.364%
5/4/2022 Commonwealth Equity Services LLC12,157$365K0.0%+81.3%0.329%
4/28/2022Ahrens Investment Partners LLC4,240$127K0.0%-97.3%0.115%
4/12/2022 Grassi Investment Management32,312$971K0.1%+3.4%0.850%
2/14/2022 IPG Investment Advisors LLC6,325$209K0.0%N/A0.149%
(Data available from 1/1/2016 forward)

JOET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JOET shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Virtus Terranova U.S. Quality Momentum ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.97M), Financial Enhancement Group LLC ($5.49M), LPL Financial LLC ($4.95M), NewEdge Advisors LLC ($4.52M), Raymond James Financial Inc. ($4.24M), Bank of America Corp DE ($3.15M), and Mutual Advisors LLC ($3.07M).Learn more on JOET's institutional investors.

Which institutional investors have been buying Virtus Terranova U.S. Quality Momentum ETF stock?

Of the 24 institutional investors that purchased Virtus Terranova U.S. Quality Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Enhancement Group LLC ($149.14K), Raymond James Financial Inc. ($147.88K), Mutual Advisors LLC ($93.52K), Bank of America Corp DE ($73.99K), NewEdge Advisors LLC ($67.16K), Wells Fargo & Company MN ($66.65K), and Zimmermann Investment Management & Planning LLC ($53.61K).

How much institutional buying is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have bought a total of 910,488 shares in the last 24 months. This purchase volume represents approximately $32.58M in transactions.

Which Virtus Terranova U.S. Quality Momentum ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Virtus Terranova U.S. Quality Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Zimmermann Investment Management & Planning LLC ($329.72K), Milestone Investment Advisors LLC ($74.66K), Total Clarity Wealth Management Inc. ($41.55K), LPL Financial LLC ($23.38K), Palumbo Wealth Management LLC ($13.16K), Raymond James & Associates ($5.83K), and NewEdge Advisors LLC ($5.17K).

How much institutional selling is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have sold a total of 504,532 shares in the last 24 months. This volume of shares sold represents approximately $14.99M in transactions.


Related Companies

This page (NASDAQ:JOET) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners
July 2025 Rule Change to Impact Retirement Investors
There's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...
Premier Gold Co | Sponsored
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored
Elon just did WHAT!?
As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they got...
Brownstone Research | Sponsored
The Collapse Has Already Started — Your 401(k) Is Next
There's a major heist happening on American wealth in real time. Except this one doesn't involve masks or v...
American Hartford Gold | Sponsored
Elon’s 2025 Silver Crisis (What It Means for You)
Elon Musk is back in the spotlight—this time for fueling a global scramble for silver. Tesla's relentless p...
GoldenCrest Metals | Sponsored
The Secret Map of America, Declassified…
Locked inside a Maryland man’s private safe is a map. But not just any map, mind you… This map shows a “...
Banyan Hill Publishing | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
The DOJ Just Said Your Money Isn’t Yours
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsored